Committee Welcome Packet

Committee Welcome Packet

What Makes AIF® Designees Different? When someone agrees to serve on a retirement plan investment committee, a “Committee Welcome Packet” can educate them about their roles, responsibilities and liabilities. Here’s how to construct one. DOWNLOAD THE...
Benefits of Choosing an AIF Designee (2017)

Benefits of Choosing an AIF Designee (2017)

What Makes AIF® Designees Different? Accredited Investment Fiduciaries (AIFs) are certified for their ability to follow a fiduciary process with their clients’ BEST INTERESTS at heart. Learn what makes them different from other advisors and financial professionals....

Pin It on Pinterest